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Last Updated: 07/17/2025
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group Bill Groups establish the billing settings an account will follow and are assigned when an account is created. Because accounts may share the same billing criteria, a Bill Group can be assigned to...
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Last Updated: 07/17/2025
in Accounting Home Billing
The 28-day anniversary billing system operates on a cycle that initiates billing every 28 days from the first billing date after the start of service. This document outlines the essential components of the 28-day billing setup, including the logic...
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An issue has been resolved that triggered an error when users attempted to bulk post a high volume of service records in the Dispatch screen. Pathway: Operations > Dispatch > Services List ...
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Mapping features available to Municipal account classes in the Customer Portal have been updated with the following: Location Map (Previously 'Service Map') includes the following updates: A new search feature has been added to the map, al...
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Change Sequence has been re-added as a right-click menu option to the Route Dispatch Map. Pathway: Operations > Dispatch ...
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Last Updated: 07/17/2025
in Setup Home Services
Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specifi...
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When a driver completes a stop after the Route Cutoff Time set in the Line of Business, the Scheduled Date is set to Completion Date Time plus one day. Basic Scenario: In the example below, the original scheduled date was 7/13/25 , an...
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An issue with permission 391, which controls driver access to Residential Mode in NavuNav, has been resolved. Previously, drivers without this permission were still able to access Residential Mode. Pathway: Setup > System > Role ...
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A new billing export option, WM EDI Format (Standard) , has been added to the Billing Export Format field in Bill Group setup. To support this format, an EDI Company Name field is now available on the Integration tab in System Options Setup...
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The following new columns have been added to the Surcharge Setup screen: Type Taxable Tax Class Exclude from Revenue Collection Franchise Fee Pathway: Setup > Services > Surcharge ...